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Salesforce

2,770 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,136 increasing their positions, 1,208 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $209B → $179B (-$30.5B)

28% less funds holding in top 10

Funds holding in top 10: 5439 (-15)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79B
Puts
$5.79B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2976
Sagace Wealth Management
Florida
BWM
2977
Blossom Wealth Management
California
AZ
2978
Alpha Zero
Florida
BPC
2979
Bearing Point Capital
Minnesota
CAI
2980
Capital Advisors Inc
Oklahoma
OFO
2981
OneAscent Family Office
Alabama
IIM
2982
InTrack Investment Management
Vermont
EFL
2983
ERn Financial LLC
Wisconsin
BW
2984
Blalock Williams
Alabama
AWF
2985
Alpha Wealth Funds
Utah
SWM
2986
SilverOak Wealth Management
Minnesota
RWA
2987
Redhawk Wealth Advisors
Minnesota
RRA
2988
Round Rock Advisors
Connecticut
PWA
2989
Prairie Wealth Advisors
Nebraska
WAM
2990
Weatherly Asset Management
California
HCM
2991
HMS Capital Management
Tennessee
BMM
2992
Berkshire Money Management
Massachusetts
BH
2993
Burk Holdings
Oklahoma
WPA
2994
West Paces Advisors
Georgia
TA
2995
Teramo Advisors
Florida
SPI
2996
Sutton Place Investors
New York
KSWWM
2997
Keyes Stange & Wooten Wealth Management
Florida
ACC
2998
Acorn Creek Capital
Colorado
CAM
2999
Clark Asset Management
New Hampshire
PMG
3000
Private Management Group
California